Mission
SEE STATEMENT O
Executive compensation, broken down
Form 990 · Schedule J · 19 reported individuals · Filing year 2023
Pres & CEO & Resrch Fdn Bd Mem
$1.5M
$1.6M
- Base
- $703k
- Bonus
- $694k
- Other
- $16k
- Benefits
- $3k
Managing Director
former officer/director/trustee
$739k
$807k
- Base
- $289k
- Bonus
- $132k
- Other
- $263k
- Benefits
- $9k
Managing Director
key employee
$652k
$712k
- Base
- $342k
- Bonus
- $241k
- Other
- $20k
- Benefits
- $9k
Chief Financial Officer
$650k
$710k
- Base
- $339k
- Bonus
- $241k
- Other
- $3k
- Benefits
- $27k
Managing Director
key employee
$634k
$693k
- Base
- $353k
- Bonus
- $219k
- Other
- $5k
- Benefits
- $18k
Managing Director
key employee
$605k
$660k
- Base
- $353k
- Bonus
- $184k
- Other
- $11k
- Benefits
- $18k
Managing Director
key employee
$604k
$660k
- Base
- $312k
- Bonus
- $222k
- Other
- $4k
- Benefits
- $27k
Senior Head Adv
former officer/director/trustee
$575k
$628k
- Base
- $165k
- Bonus
- $111k
- Other
- $281k
- Benefits
- —
Managing Director
key employee
$564k
$616k
- Base
- $334k
- Bonus
- $192k
- Other
- $35k
- Benefits
- $3k
Managing Director
highest compensated employee
$561k
$613k
- Base
- $163k
- Bonus
- $171k
- Other
- $182k
- Benefits
- $5k
Managing Director
key employee
$539k
$588k
- Base
- $303k
- Bonus
- $175k
- Other
- $3k
- Benefits
- $18k
Chief Technology Officer
highest compensated employee
$471k
$515k
- Base
- $301k
- Bonus
- $100k
- Other
- $12k
- Benefits
- $19k
Senior Head, Fin. Rpt Policy
highest compensated employee
$461k
$504k
- Base
- $304k
- Bonus
- $93k
- Other
- $5k
- Benefits
- $19k
Senior Head, Strategy & Plan.
highest compensated employee
$457k
$499k
- Base
- $291k
- Bonus
- $99k
- Other
- $3k
- Benefits
- $24k
Senior Head, Codes and Stand.
former officer/director/trustee
$454k
$496k
- Base
- $302k
- Bonus
- $96k
- Other
- $9k
- Benefits
- $8k
Chief of Staff
highest compensated employee
$437k
$477k
- Base
- $277k
- Bonus
- $96k
- Other
- $7k
- Benefits
- $18k
Corporate Secretary
secretary (operational)
$279k
$305k
- Base
- $177k
- Bonus
- $46k
- Other
- $3k
- Benefits
- $25k
Board Member
board member
$8k
$9k
Board Member
board member
$8k
$8k
| Position | Base | Bonus | Other | Benefits | Total |
|---|---|---|---|---|---|
Pres & CEO & Resrch Fdn Bd Mem | $703k | $694k | $16k | $3k | $1.5M $1.6M |
Managing Director former officer/director/trustee | $289k | $132k | $263k | $9k | $739k $807k |
Managing Director key employee | $342k | $241k | $20k | $9k | $652k $712k |
Chief Financial Officer | $339k | $241k | $3k | $27k | $650k $710k |
Managing Director key employee | $353k | $219k | $5k | $18k | $634k $693k |
Managing Director key employee | $353k | $184k | $11k | $18k | $605k $660k |
Managing Director key employee | $312k | $222k | $4k | $27k | $604k $660k |
Senior Head Adv former officer/director/trustee | $165k | $111k | $281k | — | $575k $628k |
Managing Director key employee | $334k | $192k | $35k | $3k | $564k $616k |
Managing Director highest compensated employee | $163k | $171k | $182k | $5k | $561k $613k |
Managing Director key employee | $303k | $175k | $3k | $18k | $539k $588k |
Chief Technology Officer highest compensated employee | $301k | $100k | $12k | $19k | $471k $515k |
Senior Head, Fin. Rpt Policy highest compensated employee | $304k | $93k | $5k | $19k | $461k $504k |
Senior Head, Strategy & Plan. highest compensated employee | $291k | $99k | $3k | $24k | $457k $499k |
Senior Head, Codes and Stand. former officer/director/trustee | $302k | $96k | $9k | $8k | $454k $496k |
Chief of Staff highest compensated employee | $277k | $96k | $7k | $18k | $437k $477k |
Corporate Secretary secretary (operational) | $177k | $46k | $3k | $25k | $279k $305k |
Board Member board member | — | — | — | — | $8k $9k |
Board Member board member | — | — | — | — | $8k $8k |
Teal figures restate each filed amount in 2026 dollars.
Estimated with BLS CPI-U for the South region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.
Plus 11 unpaid individuals.
Up 12%
from 2022
From $1.3M in 2022 to $1.5M in 2023.
$1.3M
2022
$1.5M
2023
$1.3M
2022
$1.5M
2023
In today's dollarsEst.
Up 7% in real terms$1.5M to $1.6M
Estimated with BLS CPI-U for the South region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.
Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend
Revenue and expenses over time
CFA INSTITUTE reported revenue and expenses across 2 filing years.
RevenueExpenses
$360.3M
$272M
2022
$462.9M
$298.4M
2023
Total revenue and total expenses from IRS Form 990 filings.
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